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U.S. Building Products Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies50
  • 7D-1.8%
  • 3M0.7%
  • 1Y7.9%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 1.8%, driven by a pullback from Trane Technologies of 2.9%. This takes the industry's 12 month performance to a gain of 7.9%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Mar 2026US$371.7bUS$158.6bUS$11.9b19.6x31.2x2.3x
Tue, 17 Feb 2026US$435.4bUS$164.1bUS$11.6b23.1x37.5x2.7x
Thu, 15 Jan 2026US$378.9bUS$163.6bUS$11.6b21.9x32.8x2.3x
Sat, 13 Dec 2025US$378.6bUS$163.6bUS$11.3b20.2x33.6x2.3x
Mon, 10 Nov 2025US$383.2bUS$161.0bUS$11.1b19.9x34.5x2.4x
Wed, 08 Oct 2025US$391.6bUS$160.9bUS$12.5b22.1x31.2x2.4x
Fri, 05 Sep 2025US$389.0bUS$160.7bUS$12.8b23.4x30.3x2.4x
Sun, 03 Aug 2025US$399.5bUS$162.7bUS$14.0b20.4x28.6x2.5x
Tue, 01 Jul 2025US$401.2bUS$163.5bUS$14.0b20.5x28.7x2.5x
Thu, 29 May 2025US$401.5bUS$163.4bUS$14.0b21.4x28.6x2.5x
Sat, 26 Apr 2025US$352.5bUS$162.7bUS$13.4b19.7x26.3x2.2x
Mon, 24 Mar 2025US$360.3bUS$162.7bUS$13.4b19.7x26.9x2.2x
Wed, 19 Feb 2025US$390.8bUS$162.0bUS$14.0b20.5x27.8x2.4x
Fri, 17 Jan 2025US$401.0bUS$163.6bUS$14.3b20.8x28x2.5x
Sun, 15 Dec 2024US$420.0bUS$162.3bUS$14.3b22x29.4x2.6x
Tue, 12 Nov 2024US$430.8bUS$162.4bUS$14.3b22.3x30.2x2.7x
Thu, 10 Oct 2024US$425.8bUS$164.3bUS$16.4b23.1x25.9x2.6x
Sat, 07 Sep 2024US$374.6bUS$165.4bUS$16.5b19.5x22.7x2.3x
Mon, 05 Aug 2024US$368.1bUS$164.4bUS$16.6b20.6x22.2x2.2x
Wed, 03 Jul 2024US$354.9bUS$162.7bUS$14.3b19.7x24.8x2.2x
Fri, 31 May 2024US$374.0bUS$163.8bUS$14.3b20.7x26.1x2.3x
Sun, 28 Apr 2024US$369.3bUS$166.3bUS$14.7b21.4x25.2x2.2x
Tue, 26 Mar 2024US$378.0bUS$166.7bUS$14.8b23.8x25.5x2.3x
Thu, 22 Feb 2024US$346.3bUS$167.5bUS$14.8b23.2x23.5x2.1x
Sat, 20 Jan 2024US$330.7bUS$175.3bUS$14.8b19.5x22.3x1.9x
Mon, 18 Dec 2023US$326.2bUS$175.3bUS$14.8b19.3x22x1.9x
Wed, 15 Nov 2023US$284.3bUS$175.4bUS$14.2b17x20x1.6x
Fri, 13 Oct 2023US$277.3bUS$171.9bUS$14.8b17.2x18.7x1.6x
Sun, 10 Sep 2023US$285.6bUS$171.9bUS$14.8b16.6x19.3x1.7x
Tue, 08 Aug 2023US$298.1bUS$172.1bUS$14.8b17.7x20.1x1.7x
Thu, 06 Jul 2023US$278.4bUS$174.0bUS$15.2b16.3x18.3x1.6x
Sat, 03 Jun 2023US$253.0bUS$174.0bUS$15.2b14.4x16.6x1.5x
Mon, 01 May 2023US$245.9bUS$175.9bUS$15.6b15.1x15.8x1.4x
Wed, 29 Mar 2023US$240.6bUS$175.5bUS$16.7b13.2x14.4x1.4x
Price to Earnings Ratio

14.4x


Total Market Cap: US$240.6bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.2x which is higher than its 3-year average PE of 25.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-1.83%
Industrials-1.80%
Building-1.78%
Building Products-1.78%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CARR Carrier GlobalUS$58.074.3%
+US$2.0b		-12.2%PE33.3x
MOD Modine ManufacturingUS$196.554.2%
+US$422.4m		121.9%PE106x
CSW CSW IndustrialsUS$258.970.9%
+US$40.0m		-11.6%PE33.6x
CSTE CaesarstoneUS$1.0976.3%
+US$16.3m		-60.4%PS0.09x
JBI Janus International GroupUS$5.251.5%
+US$11.1m		-33.9%PE13.6x

Latest News

BLDR
US$81.22
Builders FirstSource
7D
-7.8%
1Y
-35.8%
CSL
US$327.52
Carlisle Companies
7D
-4.1%
1Y
-2.6%
CSW
US$258.97
CSW Industrials
7D
0.9%
1Y
-11.6%

CSW: Completed Buybacks And Steady Assumptions Will Support Future Upside

Analysts kept their fair value estimate for CSW Industrials steady at about $324.29 per share, citing only minor adjustments to assumptions about the discount rate, profit margin, and future P/E that were not significant enough to alter their overall price target. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 371,549 shares for $92.6 million, representing 2.22% of its shares under an existing buyback authorization (Key Developments).
LII
US$467.88
Lennox International
7D
-2.7%
1Y
-17.9%

LII: Future Cash Generation And Buybacks Will Drive Upside Potential

Analysts have nudged their price target for Lennox International slightly higher to $667. This reflects modest adjustments in fair value estimates, discount rate, revenue growth, profit margin and future P/E assumptions.
FBIN
US$38.68
Fortune Brands Innovations
7D
-10.4%
1Y
-38.0%

FBIN: Board Refresh And CEO Search Will Support Rebased Outlook

Analysts have trimmed the fair value estimate for Fortune Brands to about $74.27 from $79, reflecting softer revenue and margin assumptions, a slightly higher discount rate, and a higher future P/E. Recent research has also cited weaker demand, the loss of a key customer, higher manufacturing costs, and leadership uncertainty as analysts react to the new CEO search and board changes.
TT
US$410.36
Trane Technologies
7D
-2.9%
1Y
18.2%
OC
US$99.96
Owens Corning
7D
-6.1%
1Y
-30.8%
MOD
US$196.55
Modine Manufacturing
7D
4.2%
1Y
121.9%

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
MAS
US$58.84
Masco
7D
-4.4%
1Y
-15.5%
SSD
US$167.02
Simpson Manufacturing
7D
-6.1%
1Y
7.4%

SSD: Higher Multiples And Lower Discount Rate Will Shape Future Returns

Analysts have raised their Simpson Manufacturing price targets by $10 to $13, citing updated assumptions around discount rates and future P/E multiples as the main drivers of the change. Analyst Commentary Recent price target changes for Simpson Manufacturing are built around updated assumptions for discount rates and future P/E multiples, rather than new company specific disclosures.
JBI
US$5.25
Janus International Group
7D
1.5%
1Y
-33.9%

JBI: R3 Recovery And Self Storage Focus Will Support Upside Potential

Analysts have reduced their fair value estimate for Janus International Group from $14.00 to $9.00. This aligns with recent Street price target cuts to $7.25 and $9.00 after Q4 earnings, as updated models reflect higher discount rates, revised margin expectations, and a higher assumed future P/E, despite firmer revenue growth forecasts.
CARR
US$58.07
Carrier Global
7D
4.3%
1Y
-12.2%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
CSTE
US$1.09
Caesarstone
7D
76.3%
1Y
-60.4%
NCL
US$0.16
Northann
7D
10.5%
1Y
-91.1%
ILAG
US$2.35
Intelligent Living Application Group
7D
6.8%
1Y
-44.2%
CAPT
US$0.48
Captivision
7D
15.2%
1Y
-16.4%